Ken Fisher's DUK Position Overview
Ken Fisher (via Fisher Asset Management, LLC) currently holds 6,827 shares of Duke Energy Corporation (DUK) worth $844,889, representing 0.00% of the portfolio. First purchased in 2013-Q3, this long-term strategic position has been held for 49 quarters.
Based on 13F filings since 2013, Ken Fisher has maintained a long-term strategic position in DUK, representing a significant commitment to this investment thesis. Largest addition occurred in Q1 2022, adding 12,906 shares. Largest reduction occurred in Q2 2022, reducing 13,770 shares.
Analysis based on 13F filings available since 2013 Q2
Ken Fisher's Duke Energy Corporation (DUK) Holding Value Over Time
Track share changes against reported price movement
Quarterly Duke Energy Corporation (DUK) Trades by Ken Fisher
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q3 2013 | +3,427 | New Buy | 3,427 | $66.82 |
| Q4 2013 | -3,427 | Sold Out | 3,427 | $0.00 |
| Q4 2014 | +3,123 | New Buy | 3,123 | $83.57 |
| Q1 2015 | +496 | Add 15.88% | 3,619 | $76.82 |
| Q2 2015 | -3,619 | Sold Out | 3,619 | $0.00 |
| Q4 2015 | +5,214 | New Buy | 5,214 | $71.35 |
| Q1 2016 | -971 | Reduce 18.62% | 4,243 | $79.90 |
| Q2 2016 | +746 | Add 17.58% | 4,989 | $85.99 |
| Q3 2016 | -2,140 | Reduce 42.89% | 2,849 | $80.03 |
| Q4 2016 | +2,351 | Add 82.52% | 5,200 | $77.69 |
| Q1 2017 | -5,200 | Sold Out | 5,200 | $0.00 |
| Q3 2017 | +4,004 | New Buy | 4,004 | $83.92 |
| Q4 2017 | +5,807 | Add 145.03% | 9,811 | $84.09 |
| Q1 2018 | -2,657 | Reduce 27.08% | 7,154 | $77.44 |
| Q2 2018 | -2,695 | Reduce 37.67% | 4,459 | $79.17 |
| Q3 2018 | +1,294 | Add 29.02% | 5,753 | $79.96 |
| Q4 2018 | +896 | Add 15.57% | 6,649 | $86.33 |
| Q1 2019 | -834 | Reduce 12.54% | 5,815 | $89.94 |
| Q2 2019 | -1,476 | Reduce 25.38% | 4,339 | $88.27 |
| Q3 2019 | +746 | Add 17.19% | 5,085 | $95.77 |
| Q4 2019 | +914 | Add 17.97% | 5,999 | $91.18 |
| Q1 2020 | +903 | Add 15.05% | 6,902 | $80.85 |
| Q2 2020 | -2,330 | Reduce 33.76% | 4,572 | $79.83 |
| Q3 2020 | +4,427 | Add 96.83% | 8,999 | $88.57 |
| Q4 2020 | -1,636 | Reduce 18.18% | 7,363 | $91.54 |
| Q1 2021 | -928 | Reduce 12.60% | 6,435 | $96.50 |
| Q2 2021 | +577 | Add 8.97% | 7,012 | $98.69 |
| Q3 2021 | +925 | Add 13.19% | 7,937 | $97.64 |
| Q4 2021 | -496 | Reduce 6.25% | 7,441 | $104.96 |
| Q1 2022 | +12,906 | Add 173.44% | 20,347 | $111.66 |
| Q2 2022 | -13,770 | Reduce 67.68% | 6,577 | $107.19 |
| Q3 2022 | -789 | Reduce 12.00% | 5,788 | $92.95 |
| Q4 2022 | -953 | Reduce 16.47% | 4,835 | $103.00 |
| Q1 2023 | +238 | Add 4.92% | 5,073 | $96.48 |
| Q2 2023 | +6,272 | Add 123.63% | 11,345 | $89.74 |
| Q3 2023 | -2,288 | Reduce 20.17% | 9,057 | $88.26 |
| Q4 2023 | +1,580 | Add 17.45% | 10,637 | $97.05 |
| Q1 2024 | -5,578 | Reduce 52.44% | 5,059 | $96.72 |
| Q2 2024 | +587 | Add 11.60% | 5,646 | $100.24 |
| Q3 2024 | -2,110 | Reduce 37.37% | 3,536 | $115.33 |
| Q4 2024 | +1,781 | Add 50.37% | 5,317 | $107.75 |
| Q1 2025 | +1,768 | Add 33.25% | 7,085 | $121.99 |
| Q2 2025 | -1,383 | Reduce 19.52% | 5,702 | $118.00 |
| Q3 2025 | +1,125 | Add 19.73% | 6,827 | $123.76 |
Ken Fisher's Duke Energy Corporation Investment FAQs
Ken Fisher first purchased Duke Energy Corporation (DUK) in Q3 2013, acquiring 3,427 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Ken Fisher has held Duke Energy Corporation (DUK) for 49 quarters since Q3 2013. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Ken Fisher's largest addition to Duke Energy Corporation (DUK) was in Q1 2022, adding 20,347 shares worth $2.27 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q3 2025, Ken Fisher's firm, Fisher Asset Management, LLC, owns 6,827 shares of Duke Energy Corporation (DUK), valued at approximately $844,889. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
As of the Q3 2025 filing, Duke Energy Corporation (DUK) represents approximately 0.00% of Ken Fisher's publicly disclosed stock portfolio, making it one of their key holdings. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Ken Fisher's peak holding in Duke Energy Corporation (DUK) was 20,347 shares, as reported at the end of Q1 2022. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.